Category: Newsletter

Retirement, Income, Tax & Estate Planning.

It’s Like Junior High All Over Again

Many of my clients have been in their homes for 40 and sometimes 50 years. Most think they will stay in their homes forever like in my condo, where the average age is somewhere between 85 and death. Most of my neighbors have been in the building since the ’70s. What I’ve witnessed over the…
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June 1, 2017 0

The Results Are In: Retirees Are Spending Less

Tired of levitating frogs and determining why pants explode, the eggheads have turned their critical eyes to you, retired persons. More pointedly, how you spend your money. Articles in both the Wall Street Journal and Bloomberg Business this month highlight a growing trend: retirees spending less in their retirement. They have their conjectures why and…
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May 24, 2017 0

Where Are The Jobs Going… And Why?

Have more jobs been lost to production moving overseas, immigrant workers or automation?  While outsourcing and immigration make better talking points on the campaign trail, by most measures it looks like technology & automation are actually doing the most damage.  To that end, Bloomberg put together a phenomenal report this week, pulling data from multiple…
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May 10, 2017 0

Is The Middle of Nowhere Still The Middle of Nowhere Anymore?

My wife and I just celebrated our 11th anniversary on the 27th, and instead of fancy gifts, lately we’ve celebrated by traveling—using our anniversary to visit a bed & breakfast in a unique small town within five hours’ drive. We’ve done Salem, MA (witches!), Cape May (water!), Ocean City, MD (more water!) and Hudson, NY…
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May 3, 2017 0

How Serious Are You About Products Being “Made In America”?

I would love to see jobs come back and manufacturing get a big boost. It would help the economy and it would help provide more middle income jobs. And the faster jobs return, the better. One of the big promises of the Trump campaign was to restore manufacturing back here in the good ol’ U.S.…
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March 15, 2017 0

Goodbye, Obamacare. Hello, American Healthcare Act.

Unless you were living under a rock all week you heard that the House unveiled their answer to the Affordable Care Act (aka ACA) (aka Obamacare).  So far, the reaction on Capitol Hill has been less than gleeful—not just by the Democrats, but by many Republicans as well.  This is going to be fun to…
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March 9, 2017 0

What, Exactly, Do We Gain From Technology Taking Jobs?

The headlines this week have been full of tech-laden stories that supposedly herald the end of a lot of blue-collar jobs.  Wendy’s is installing customer ordering kiosks in 1,000 locations.  You can now ride a an AI-guided, driver-free Uber in select Midwestern markets.  Google’s robot division has unveiled a new robot that can jump 4’ into…
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March 2, 2017 0

Trump Wants 3% GDP Growth & Immigration Reform. Can He Have Both?

Immigration has been a major focus of the Trump administration throughout the campaign and into the early days of his Presidential term.  To that end, we’ve seen a contentious, possibly unconstitutional, travel ban in the name of national security, increased pressure on sanctuary cities and an escalation of ICE deportation raids.  Though the President has…
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March 2, 2017 0

A Trillion Dollars For Infrastructure

Would one trillion even be enough?  Just in the past few weeks, the PA/NJ Turnpike Connector Bridge was shut down after a crack in a support beam was discovered.  No idea when this 60 year old bridge will reopen. Over the weekend we heard about how the biggest dam in the country started to fail…
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February 16, 2017 0

Is House Flipping Making A Comeback?

Chances are, if you’ve watched HGTV or A&E since the mid ’00s, you’ve seen a show or two about houses getting “flipped”.  Maybe it was South Carolina, or Vegas, or Southern California… but anywhere there’s a bustling housing market, you have people “flipping” houses.   The premise of house-flipping is seemingly simple.  Find an underpriced, run-down house, quickly fix…
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February 9, 2017 0
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